The Art and Soul of Wealth Management

Our only purpose is to assist clients with attaining & maintaining what is important to them.

Our approach to wealth and retirement planning is different. We start by understanding your values and capturing what matters to you. Only then can we align your finances.

As one of the more experienced personal financial firms in the Boston area, we believe in improving your life and the lives of your loved ones, not just managing wealth. “Life By Design” are not just words, but what we believe in. Life defined by values, and the goals that come from our values is a basic tenant to the way we think. We’ve got a purpose and a commitment of mission – and we want to change our community, as well as our industry for the better. We are passionate, and we care about reaching more people so we can help them make better business decisions about their money, and live happier lives.

Meet Rick McDonald

The Family Business Project

We work with clients to find answers to some of the toughest questions they never thought they needed to ask. We provide clarity, direction, and ultimately peace of mind for clients who own a family business. We are not interested in telling you how to run your business, rather we aim to make sure the business is being run the way you wanted it to back when it was started.

Family Operating Agreements

There are many challenges to Family Wealth, and while family harmony really isn’t defined by “wealth,” the more financial assets a family has, the more conflicts seem to be amplified. Interestingly, the process of creating a sustained family legacy, be it about caring for Mom and Dad as they get older, or how and when family members share in the fruits of older generations’ wealth creation, is relatively similar and replicable no matter the family’s size.

Investment Management & Planning

Long-term investment success means different things to different people. The best investment plan for you depends on your specific circumstances and objectives. That is why we began the investment planning process with a discussion during our Discovery Meeting of your values, goals, relationships, assets, advisors, preferred process and interests. We want to build you a plan to maximize your wealth, not just your portfolio.

The 15 Minute Retirement Planner

Running out of money is consistently a common concern of retirees in studies year after year. And no wonder. It’s simply harder than ever to get it “Right”. People work their whole lives to accumulate enough wealth to make sure that they enjoy a comfortable retirement only to find they’ve come up short.

There is a process map we need to follow in order to get retirement “right”. Understanding the process and the challenges each step imposes is critical to living retirement on your terms. We call this “Life by Design”.